Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Nelson is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has a background that includes roles at UW-Whitewater and Hamilton High School. She is also a commissioned notary in the state of Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a nationwide network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Union Financial Inc., PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. Outside of his advisory work, he serves as a board member for Journeys Lutheran School and coaches girls’ golf at Lake Country Lutheran High School. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing to build diversified investment strategies tailored to client needs.

Ronald Pisano is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 license and one year of industry experience. His prior experience includes roles at Tenet Consulting and Gibson Consulting. He is also a principal and co-owner of Hudson West, Inc., a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, Fahler worked at Target Corporation and Panera Bread Co. from 2017 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, research, and technological tools.

Matthew Carbol is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015, as well as Avantax Investment Services from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Nathan Stading is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at BMO Harris Bank and several BMO-affiliated firms over more than 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diversified investment strategies with research from multiple sources.

Christopher Brock is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of his advisory role, he serves on the membership committee of the Brookfield Business Builders Networking Group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring by home-office investment professionals.

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Cedarburg, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Kobin is also a 30% owner of CCPK Investment Consulting, LLC, where he actively manages his own financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to create tailored recommendations.

Jacob Stoflet is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling about 10 years, with additional roles at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services Inc, and Ironwood Drive Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

Bryan Johnson is a financial advisor with Robert W. Baird & Co. Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he is a passive member of Gameday Men's Health. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Zachary Poker is a financial advisor with OSAIC based in Pewaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, American Income Life, and PTC. Outside of his advisory work, he drives a pedal tavern, providing entertainment while steering groups through local venues. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Adam Schilawski is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union as a Senior Universal Banker and Notary. Adam’s background also includes roles outside finance, such as positions with TRU North Stores and the Green Bay Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jeffrey Sitzman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hartford, Wisconsin, with two years of industry experience. He has held various roles within Thrivent Financial and its affiliates since 2023. Outside of his advisory role, Sitzman serves as an umpire for youth baseball leagues and provides music for worship services at Crown of Life Lutheran Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Robert Groth is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018. He also owns and operates Groth Accounting, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Scott Freeze is a financial advisor with Edward Jones in Menomonee Falls, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial (DentaQuest), SpringFour, and Kohl's Department Stores. Freeze is a shareholder of MortgageKeeper Referral Services, an S-Corp based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Mark Stoffel is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, he is involved in property management through ownership of Stowan Farms, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from internal and third-party sources.

Erik Stowers is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with Verdant Capital Inc, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.